Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: thumbelina who wrote (29841)	3/27/1999 9:50:00 AM
From: Jeff Jordan	Respond to of 120523

Caroline, The spreadsheet method seems to be the best for end of year reporting. I will implement that into my record keeping practices. I have spoken with several people who handle it that way. I have all my transactions in Quicken but have not yet finished matching purchases. I will start DL'ing my end of day data directly into quicken daily also. I appreciate your suggestions. I also keep my transactions in monthly binders with print out of daily account status and when the confirmation certs arrive I join to that days activities. At the end of the month I print out the transactions by date and by alphabet also and of course my monthly statement from my brokerage. I really need to start reconciling my statements monthly w/ Quicken and Excel as you recommend, less headaches at the end of year I'm sure. Atleast if I don't complete the task myself I'm not handing my accountant a box of certificates.<g> Man, would I hate to be a bean counter!<g> It was nice of WSJ to preference me in their story about online trading. Alot of online investors can really relate to the experience. I suspect software companies will be all over this by next years tax season. I hope! Jeff